MYTE stock target raised to $11 by TD Cowen on YNAP deal

Published 22/01/2025, 16:40
MYTE stock target raised to $11 by TD Cowen on YNAP deal

According to the analyst, MYTE's management team is enthusiastic about the upcoming merchandise and order book for the spring and fall seasons, as the luxury sector incorporates more fashion-forward elements into its offerings. The key driver for MYTE's stock performance, as per Chen's analysis, will be the company's ability to continue improving its gross margin. This follows a notable increase of 145 basis points in the first quarter, attributed to reduced promotional activities.Chen's projections for MYTE's second-quarter sales growth stand at 11.5%, with an adjusted EBITDA margin of 4.7%. Furthermore, the third-quarter EBITDA estimate has been raised to €10.4 million, bolstered by greater confidence in the company's gross margin expansion. InvestingPro analysis reveals the company is expected to achieve profitability this year, with forecasted earnings per share of $0.28. For deeper insights into MYTE's financial health and growth prospects, including 10+ additional ProTips and comprehensive valuation metrics, explore the full Pro Research Report available on InvestingPro. InvestingPro analysis reveals the company is expected to achieve profitability this year, with forecasted earnings per share of $0.28. For deeper insights into MYTE's financial health and growth prospects, including 10+ additional ProTips and comprehensive valuation metrics, explore the full Pro Research Report available on InvestingPro.

The adjustment comes in light of MYTE's recent acquisition of Yoox Net-a-Porter (BIT:YNAP), which is anticipated to close in May or June of 2025. The deal is expected to triple MYTE's Gross Merchandise Value (GMV) and has led to a more positive view of the company among investors. MYTE maintains a healthy financial position with a current ratio of 1.95 and operates with moderate leverage, showing a debt-to-equity ratio of just 0.18.

Chen expressed a cautious optimism regarding MYTE's potential to expand its share in the online luxury market, citing the company's strong relationships with brands and the strategic acquisition of YNAP. He also noted MYTE's robust inventory levels and the introduction of new fashion items as positive indicators of the company's direction.

According to the analyst, MYTE's management team is enthusiastic about the upcoming merchandise and order book for the spring and fall seasons, as the luxury sector incorporates more fashion-forward elements into its offerings. The key driver for MYTE's stock performance, as per Chen's analysis, will be the company's ability to continue improving its gross margin. This follows a notable increase of 145 basis points in the first quarter, attributed to reduced promotional activities.

Chen's projections for MYTE's second-quarter sales growth stand at 11.5%, with an adjusted EBITDA margin of 4.7%. Furthermore, the third-quarter EBITDA estimate has been raised to €10.4 million, bolstered by greater confidence in the company's gross margin expansion.

In other recent news, MYT Netherlands reported a successful fourth quarter and full fiscal year 2024, with a 7.8% year-over-year increase in gross merchandise value for Q4 and a 7.1% rise for the full year. The company also noted an improvement in adjusted EBITDA margins and a record average order value. TD Cowen raised MYTE's price target to $8 from $5, citing the company's steady growth, effective inventory management, and an impressive improvement in gross margin. Concurrently, Jefferies also raised MYTE's stock price target to $6.50 from $4.00, recognizing better than expected EBITDA and a significant gross margin percentage inflection.

In terms of strategic developments, MYT Netherlands is expected to finalize the acquisition of Yoox Net-a-Porter (YNAP) in the first half of 2025. This move aims to enhance MYTE's operations by integrating YNAP with MYTE's existing technology platform, while maintaining the distinctiveness of YNAP's merchandising and creative roles. Both TD Cowen and Jefferies maintained a Hold rating on MYT Netherlands shares, reflecting confidence in the company's operational strategies and future performance.

These are the recent developments surrounding MYT Netherlands, providing investors with an updated perspective on the company's financial and strategic trajectory.

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